How to Upload or Remove a Document to the Client's Profile

How to Add a Document to a Client's Profile

1. To add a document to the client’s profile, go to the documents section in the client's profile and click on the '+' icon.
   
   
   
   
2. Click on the Select Documentbutton and choose the document you want to upload.
   
   
3. Once you choose and click on the document you want to upload to their profile, click on the Save and Add button.
4. You should see a success message on the top right your page.
   
   
   
   
5. Once that message appears, it means the document has been added to the client's profile. Click the Save and Close button.

How to Rename a Document on a Client's Profile

1. To rename a document, click on the expand Icon.
   
   
2. Choose the document you would like to rename, then click the pencil icon to edit.
   
   
   
   
3. Where it says ‘Enter a new name for the document:’, enter the new name for the document.
   
   
   
   
4. After entering the new name for the document, click on Rename to save.
5. You should see a Document Renamed success message at the top right of your page.
   
   

How to Delete a Document on a Client's Profile

1. To delete a document, click on the expand Icon.
   
   
   
   
2. Choose the document you would like to rename, then click the red garbage can to delete it 
   
   
   
   
3. In the window that opens click Confirm
   
   
   
   
4. You should see a Record Deleted success message once the document is deleted